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Vanguard High Dividend Yield ETF

859 hedge funds and large institutions have $7.93B invested in Vanguard High Dividend Yield ETF in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 386 increasing their positions, 233 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $6.02M

66% more repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 233

55% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 42

9% more capital invested

Capital invested by funds: $7.24B → $7.93B (+$685M)

7% more funds holding in top 10

Funds holding in top 10: 8288 (+6)

2% more funds holding

Funds holding: 845859 (+14)

0.69% more ownership

Funds ownership: 29.55%30.24% (+0.69%)

Holders
859
Holders Change
+14
Holders Change %
+1.66%
% of All Funds
18.84%
Holding in Top 10
88
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.32%
% of All Funds
1.93%
New
65
Increased
386
Reduced
233
Closed
42
Calls
$18.6M
Puts
$6.02M
Net Calls
+$12.6M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
76
First Horizon Advisors
Tennessee
$17.1M +$294K +3,364 +2%
GLLW
77
Graves Light Lenhart Wealth
Virginia
$16.6M +$115K +1,309 +0.7%
WT
78
Washington Trust
Rhode Island
$16.4M +$1.38M +15,824 +9%
Bessemer Group
79
Bessemer Group
New Jersey
$16.3M +$3.05M +34,903 +23%
TCM
80
Twele Capital Management
Minnesota
$16.3M +$27.5K +314 +0.2%
VFA
81
Voya Financial Advisors
Connecticut
$16.2M +$1.67M +19,122 +12%
IWA
82
Inspirion Wealth Advisors
Illinois
$16.2M -$542K -6,193 -3%
WLIM
83
White Lighthouse Investment Management
Massachusetts
$15.7M +$414K +4,733 +3%
KTC
84
Kistler-Tiffany Companies
Pennsylvania
$15.3M +$13.4K +153 +0.1%
HCP
85
Holt Capital Partners
Texas
$15.2M -$13K -148 -0.1%
NCM
86
Northside Capital Management
Oregon
$14.9M +$85.3K +975 +0.6%
SI
87
Stephens Inc
Arkansas
$14.5M +$1.26M +14,377 +10%
CAI
88
Capital Advisors Inc
Oklahoma
$14.5M
BCP
89
Berkeley Capital Partners
Georgia
$14.5M -$153K -1,751 -1%
SFS
90
Searcy Financial Services
Kansas
$14.3M -$259K -2,958 -2%
EWM
91
Executive Wealth Management
Michigan
$14.2M -$254K -2,904 -2%
MA
92
MCF Advisors
Kentucky
$14.1M +$1.12M +12,854 +9%
APA
93
American Portfolios Advisors
New York
$13.9M +$712K +8,135 +5%
Mariner
94
Mariner
Kansas
$13.7M +$5.91M +67,562 +78%
FMBTD
95
First Midwest Bank Trust Division
Illinois
$13.6M +$646K +7,386 +5%
MWPCG
96
Measured Wealth Private Client Group
New Hampshire
$13.4M -$612K -6,992 -4%
FHB
97
First Hawaiian Bank
Hawaii
$13.2M +$946K +10,813 +8%
FMT
98
First Mercantile Trust
Tennessee
$13.1M +$643K +7,348 +5%
TC
99
TownSquare Capital
Utah
$13M +$1.62M +18,511 +15%
MSA
100
Marino Stram & Associates
Massachusetts
$12.7M +$650K +7,431 +5%

VYM Hedge Fund Activity: Q3 2019 in Review

859 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2019, worth a combined $7.93B — up 9.5% from $7.24B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VYM positions and 42 closed out — a net gain of 23 holders — while 386 added to existing stakes and 233 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $318M. The largest seller was Bank of Montreal, cutting an estimated $34.6M.

  • 859 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2019, up from 845 in Q2 2019.
  • Funds reported $7.93B of Vanguard High Dividend Yield ETF stock for Q3 2019, up 9.5% quarter-over-quarter.
  • 65 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2019 and 42 closed out, a net change of +23 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q3 2019 was United Services Automobile Association, an estimated $318M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q3 2019 was Bank of Montreal, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2019.